Technology

Wednesday, Oct 7, 2026

mc deanPoliticsAn accord binds only the labs that sign it while the models it cannot reach are already everywhere.Keep reading · 125 more wordsTrump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm PredictionsApple Podcasts

mc deanTechnologyThe VCs on this panel would bet on open-source AI over OpenAI and Anthropic, and not because the open models are better. Jenny Fielding says customers care only about price and quality, and that open models are close enough to win. Dave McClure says he would put all of his money into hardware. His startups are already switching, he says, and the CEOs of ElevenLabs, Lovable and Figma have told him they do not trust the frontier labs: they see OpenAI and Anthropic as future competitors, not suppliers. Fielding is betting that price and quality will decide it, and the labs can cut prices. McClure's reason is trust, and a price cut doesn't fix that.VCs Would Bet on Open-Source AI Over OpenAI and Anthropic | E2341YouTube

mc deanTechnologyThe CEO of Microsoft is warning companies off the frontier labs despite Microsoft being OpenAI's largest partner. Nadella and Palantir's Alex Karp both told companies that relying on models from OpenAI or Anthropic risks having their IP siphoned off. Companies are listening and are moving the work to open models that run on hardware they control. Coming from Nadella, the warning is also a product pitch where Microsoft sells both sides, OpenAI's models and the open ones on Azure.While OpenAI and Anthropic battle over data privacy, more companies look to open models and ‘sovereign AI’ | FortuneFortune

Sunday, Sep 27, 2026

mc deanTechnologyjust setting up my annotationjack (@jack) on XX